Miles R Sawyer-Wicker

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2009 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. ALAMO HEIGHTS HOMES, LLC; 4116 PEBBLEBROOK CT, FORT WORTH, TX 76109; PARTNER; START DATE 5/19/2022; APPROXIMATELY 20 HOURS PER MONTH. 2. WALL STREET HOLDINGS; PO BOX 2522, MIDLAND, TX 79702; SHAREHOLDER, PASSIVE INVESTOR; START DATE 9/8/2017; 0 HOURS. 3. TEXAS DENTAL ASSOCIATION INSURANCE BENEFIT; PO BOX 101356, FORT WORTH, TX 76185; ASSOCIATE; START DATE 8/9/2017; APPROXIMATELY 15 HOURS PER MONTH. 4. SAWYER-WICKER INC; 4116 PEBBLEBROOK CT, FORT WORTH, TX 76109; OWNER OF SUB S CORPORATION (TAX AND PAYROLL PURPOSES); START DATE 2/162018; 0 HOURS. 5. PJ ASSETS LLC; 4116 PEBBLEBROOK CT, FORT WORTH, TX 76109; OWNER, MOBILE HOME PARK / RENTAL HOMES; START DATE 5/19/2022; APPROXIMATELY 5 HOURS PER MONTH. 6. PA NOW, LLC; 4116 PEBBLEBROOK CT, FORT WORTH, TX 76109; OWNER, RENTAL PROPERTIES; START DATE 9/11/2023; APROXIMATELY 5 HOURS PER MONTH. 7. VARIOUS OUTSIDE INSURANCE / BROKERAGE CONTRACTS

Exams

• S66 Uniform Combined State Law Examination
  2009-07-14

Other Names

• Miles Wicker
• Miles R Wicker